Clinical Collaboration & DocumentationPurpose
1.2. Automate intake form delivery, patient verification, clinical collaboration, and compliance documentation during remote sessions.
1.3. Automate the assignment of tasks, communication with referring clinicians, automated archiving, and the fulfillment of regulatory standards in alternative medicine.
Trigger Conditions
2.2. Referral received from allied healthcare professional.
2.3. Patient submits pre-consultation form or uploads required documents.
2.4. Scheduled time for a remote consult arrives or is modified.
2.5. Practitioner starts or finishes clinical notes.
2.6. Payment initiated or completed for a consultation session.
Platform Variants
• Feature/Setting: Automated meeting creation via Zoom Meetings API; sample: POST /users/{userId}/meetings
3.2. Calendly
• Feature/Setting: Scheduling via Webhooks on new bookings and cancellations.
3.3. Docusign
• Feature/Setting: Automated sending and signing of consent forms using Docusign eSignature REST API.
3.4. Stripe
• Feature/Setting: Automated billing and invoicing through Stripe Payment Intent webhooks.
3.5. Google Sheets
• Feature/Setting: Automated logging of consultation notes through Sheets API batchUpdate.
3.6. Google Calendar
• Feature/Setting: Automated calendar event creation and reminders using Events API.
3.7. Twilio SMS
• Feature/Setting: Automated patient reminders with Twilio Programmable Messaging API.
3.8. Slack
• Feature/Setting: Automated notifications to practitioners via Slack Incoming Webhooks.
3.9. Microsoft Teams
• Feature/Setting: Automated video meeting links through Teams Graph API; schedule onlineMeetings.
3.10. Salesforce Health Cloud
• Feature/Setting: Automated EHR update and task creation via REST API.
3.11. SimplePractice
• Feature/Setting: Automated client document uploads and session reminders via API endpoints.
3.12. Monday.com
• Feature/Setting: Automated task generation for post-consult follow-up using Boards API.
3.13. SendGrid
• Feature/Setting: Automated email confirmations using SendGrid Mail Send API.
3.14. Notion
• Feature/Setting: Automated creation of consultation records via Notion API databases.
3.15. Asana
• Feature/Setting: Automated project/task assignment per consult with Asana Tasks API.
3.16. Freshdesk
• Feature/Setting: Automated support ticket creation for patient queries using Tickets API.
3.17. Typeform
• Feature/Setting: Automated intake/screening form workflow using Typeform Webhooks.
3.18. Google Drive
• Feature/Setting: Automated secure storage of reports and signed consents via Drive API - files.create.
3.19. Zoho CRM
• Feature/Setting: Automated patient record update and consult linkage via Zoho CRM API.
3.20. DocPlanner
• Feature/Setting: Automated remote consult booking confirmation and patient communication API.
3.21. Mailchimp
• Feature/Setting: Automated patient engagement post-consult using Mailchimp Campaigns API.
3.22. Jotform
• Feature/Setting: Automated pre-consult survey distribution using Jotform API and Webhooks.
3.23. Outlook
• Feature/Setting: Automated meeting invites using Microsoft Graph Calendar API.
3.24. Trello
• Feature/Setting: Automated consult tracking cards for workflow via Trello Cards API.
Benefits
4.2. Reduces practitioner workload and error risk with automated compliance.
4.3. Automated data capture and record-keeping enhances audit readiness and medico-legal protection.
4.4. Automates patient communications, improving patient engagement and satisfaction.
4.5. Automated billing and payment chase reduces revenue leakage in osteopathic consultations.
4.6. Ensures multi-platform interoperability for external referrals and internal collaboration automating clinical workflows.
4.7. Compares and automates varied platform usage for flexible, scalable remote consultation automation in alternative medicine.
4.8. Enables practitioners to focus on patient outcomes by automating all administrative and clinical tasks.